How-to
Find out how to do key tasks in the Arbor MIS, or read our detailed guides
Using Arbor, the Help Centre and the Community
Migrating to Arbor
- Migrating from SIMS
- Migrating from CMIS
- Migrating from from Wauton Samuel
- Migrating from RM Integris
- Moving to the Cloud
- Who should I choose as my school's Arbor Champion?
Moving to Arbor for Secondaries
Moving to Arbor for Primaries
Getting Started with Arbor
- NEW! - E-Learning course for new customers
- Training and services to help you get the most out of Arbor
- Logging in and out of the Arbor School MIS as a staff member and troubleshooting login issues
- Going live with Arbor - Logging in
- Changing the school logo
- Going live with Arbor - Business Roles and Permissions
Covid-19
- COVID-19: Current guidance for schools
- What to do if you need to change your timetable to align with Covid-19 regulations
- COVID-19: Reporting for MATs from September
- For reference - COVID-19 Guidance from March to October 12th 2020
- Send communications to your class
- COVID-19: Guardians as Key Workers
Workforce Census
- Resources for completing your Workforce Census
- Preparing for the 2020 Workforce Census
- 2020 Workforce Census Guide
- Workforce census FAQ
- Search for Workforce Census errors in this Spreadsheet
- Workforce Census error videos
Legal & Billing
Applicants and New School Year Setup
- Key resources for completing your New School Year Setup
- Quick one-pager - Setting up the next year and enrolling your applicants
- New School Year Setup Guide for Primaries and Primary Specials
- How to complete Step 6 of the New School Year Setup for Primaries
- New School Year Setup Guide for Secondaries, Specials and All-throughs
- Scheduling your Nursery registers - New School Year Setup
Activities - Clubs and Trips
- Setting up a Club
- Setting up a Trip
- Setting up a breakfast club or after school club
- Emailing Guardians from a Club or Trip
- Manually signing students up to a club
- Manually signing students up to a trip
Getting started with Assessments
- Quick tips for September - Assessments
- Introduction to Arbor Assessments
- Introduction to setting up your assessments
- Primary - What grade scale should I set up for my assessment?
- What the different targets mean in Summative Assessment marksheets and how to customise their names
- How can you analyse your summative assessment data?
Out-of-the-box summative assessments for Primaries
Assessments - Summative
- Setting up a Summative Assessment including EYFS summative assessments
- Grade Point Scales and Marking Grade Sets
- Creating a Custom Assessment period
- Exporting and Importing the summative assessments you have set up between schools
- Setting up Progress 8 Assessments
- Setting up Ad Hoc Assessments
Assessments - Formative
- Setting up an Arbor-Defined Curriculum Tracking Assessment
- Setting up a Custom Curriculum Tracking Assessment
- Setting Curriculum Expectations
- Entering marks and evidence in Curriculum Tracking
- The Curriculum Analysis Overview
- See Progress Over Time for your Curriculum Tracking
Assessments - DfE
- The Autumn 2020 Phonics screening check
- How Key Stage 1 and Key Stage 2 assessments work in Arbor
- Setting up standardised assessments
- Inputting marks into standardised assessments
- Importing KS2 results using a CTF
- Setting up the P Scale Mark sheets and input marks
Attendance
- Arbor Attendance Guide
- Check your attendance settings - roll call times, restricting available attendance marks and past attendance in registers
- Why don't we have registers today?
- Why can't the teacher or teaching assistant access the register?
- Why is a student missing from the register?
- Seeing all of today's AM or PM registers on the attendance dashboard
Behaviour
- Quick tips for September - Behaviour
- Arbor Behaviour Guide
- Setting up Behaviour in Arbor
- Using Physical interventions
- Logging, editing and resolving Behaviour Incidents
- Awarding Behaviour Points
Census
- Resources for completing your School Censuses
- Secondary schools inc. secondary specials - School Census Guide - Autumn 2020
- Primary schools inc. primary specials - School Census Guide - Autumn 2020
- All-through schools inc. all-through specials - School Census Guide - Autumn 2020
- Quick Autumn Census Videos
- Search for Census errors in this Spreadsheet
Communications
- Checking your settings before starting to use communications in Arbor
- Communications FAQ
- Quick tips for September - Communications
- Managing the SMS settings
- SMS Billing and Credits
- Permitted Senders of Communications
Custom Report Writer
- Arbor Continuity Recommendations
- Custom Report Writer Guide
- The Custom Report Writer All Reports page
- Custom Report Writer Templates
- How do I import a template into Custom Report Writer?
- Creating a report in Custom Report Writer
Data Management
- Using the Data Quality Dashboard
- Editing Arbor's Password Rules
- New bulk import student, guardian or staff email addresses
- Adding missing staff email addresses
- Data Collection Sheets for all students
- Importing a CTF file
Demographics Reports
- Child Protection Students
- Seeing students who are a particular age
- Early Years Pupil Premium Recipients
- Ever 6 Free School Meals children
- Seeing Service children
- Pupil Premium students
Enrolment
- Quick tips for September - Nursery enrolments
- Quick tips for September - Secondary school enrolments
- Quick tips for September - Primary school enrolments
- Overview of classes and student groups - statistics, enrolments and demographic breakdowns
- Bulk Setting Course Subjects
- Bulk enrolment into courses/classes
Examinations
- How to exclude BTECs from a statement of results
- How to manage the newly released A-Level result files
- Arbor Examinations Guide
- Setting up your exams and students
- Entering candidates in Arbor
- Removing awards or units from my Qualification Offering
Group MIS
- Moving to the Group MIS
- Logging in and out of the Group MIS and troubleshooting login issues
- Adding users and managing their access on the Group MIS
- Seeing what each Business Role allows you to do on the Group MIS
- Seeing my schools and their data sharing agreements on the Group MIS
- Create groups of schools using Clusters on the Group MIS
HR, Contracts and Salaries
- Adding and managing staff probations
- HR Admin - Allowances
- Creating Checks and adding checks and qualifications to staff profiles
- Managing Staff Contracts
- Managing and Updating Pay Scales
- Setting Positions, Position Categories and Census Business Roles for the Workforce Census
Interserve Guide
Interventions
- What are Interventions?
- Setting up an Intervention, editing it and enrolling students
- Managing the Students in Intervention groups
- How do I see and take attendance for Intervention Groups?
- How do I track Intervention Costs?
- how do I analyse Provision Mapping?
Insight
- Arbor Insight reports: Exclusive free bundle for Autumn 2020
- Group Insight - Understanding Your MAT Report (Free)
- What premium reports do you sell for schools and how much do they cost?
- How to purchase reports
- I've printed my Proforma Invoice, where are my reports?
- What is Arbor Insight's Data Protection Policy?
Managing School Structure, Courses and Timetables
- Editing your timetable
- Quick tips for September - Editing your timetabled lessons, dates and rooms
- Quick tips for September - Teachers, pastoral leads and registers
- Amending the Academic Calendar
- How to set up Courses, Classes and Lessons
- How do I set up and link staff to Faculties?
Meals & Meal Payments
- Adding a seasonal meal (e.g. Christmas lunch)
- Setting Up Meals - A step by step guide
- Meals Daily Summary Page
- What time are dinner money payments taken out of a students fund / are invoiced in Arbor?
- Meals Timetable
- How can I manage Meal Balances and Meal Payments?
Medical & Linked Organisations
Parent Portal and the Arbor App Admin
- Setting up Parents Evenings (Guardian Consultations)
- Parental Engagement Support Pack
- Going Live with the Parent Portal and Arbor App Support Pack
- Parental Engagement Webinar Slides - The Parent Portal
- Parent Portal and Arbor App Settings
- Switching on Parent Portal
Parent Portal and the Arbor App as a parent
- The Arbor App Usage Guide For Guardians
- The Arbor Parent Portal quick introduction
- Troubleshooting login issues - why can't I log in to my school's Parent Portal or Arbor App?
- Staff member is being logged into a guardian account
- Student Profile Overview
- How to add new contacts in the Parent Portal/ Arbor App for your child
Partners and Integrations
- Aspirations
- Setting up and managing third-party API integrations in Arbor
- SISRA Analytics
- 4Matrix
- Tapestry
- MarvellousMe
Payments
- Card Payments in Arbor Guide
- Identity verification required for card payments
- Setting up a new Customer Account Type
- Reviewing Balances and Adding Top Ups
- Card Payment Authentication
- Creating an invoice
Report Cards
Roles and Permissions
- Business Roles and Permissions Guide
- What are Roles and Permissions in Arbor?
- How do I view and add Permissions to Business Roles in Arbor?
- Adding a Business Role to a member of staff
- How to see a list of all permissions and who has which permissions
- Viewing a staff member's permissions and giving them an Ad-Hoc permission
Staff
- My Calendar, calendar colours and calendar syncing
- My Departments
- Finding missing staff members
- Staff Profiles Guide
- Adding a New Staff Member and creating a new staff profile
- Checking and update Staff Details from the Single Central Record
Staff Development
- Using Observations
- How do I set up Observations?
- How do I record an observation?
- How can I view and analyse observations?
- How can I manage Staff Development in Arbor by adding objectives and appraisals?
- How can I edit or delete objectives and appraisals?
Staff Cover
- How to set staff working periods for accurate staff absence statistics
- How can I manage cover and view cover statistics?
- How do I assign cover?
- How do I cancel an arranged cover?
- How does a teacher view a cover lesson?
- How do I download cover slips and cover registers?
Students
- Downloading a Student List
- Finding a student profile
- How can I Browse Students and see Joiners, Leavers and Birthdays?
- Update information for students in bulk - UCIs, funded hours, YSSA
- What information can I view and edit on the Student Profile?
- Adding a UPN to a student